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RSA Cheat Sheets

These are RSA staff or member library created cheat sheets. If you have a cheat sheet you think other libraries might like, send it to us and we'll post it here. Enjoy.

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DOCUMENTS

Creating Brief Records for Interlibrary Loan Items 3-10.doc
Cheatsheet "creating brief records for interlibrary loan items"

Procedures_When_Holds_are_Not_Available_to_Fill_Hold_Request_or_Picklist_Request _12-09.doc
Procedures When Holds are Not Available to Fill Hold Request or Picklist Request.

Creating_Brief_Records_for_Textbooks.doc
Textbooks cannot be entered into the RSA database by individual titles. Brief records for groups of textbooks are created by the overall course or department. The individual titles will be added to the department/course brief record using the call number field. A typical school should only need about 10 brief records (one per department) to load all their textbooks against. If you create a brief record per textbook title we will have you change them into department records or delete all the textbooks.

OCLC_Connexion_Client_Cheat_Sheet.doc
A one-page document with instructions for using OCLC Connexion Client. (November 10, 2009)

Creating_a_Brief_Record_Cheat_Sheet.doc
One page document with instructions - How to create a brief record. (Revised November 5, 2009. Revisions are in red.)

PROCEDURE FOR LOADING OCLC EXPORT RECORDS INTO NEW SYSTEM.doc
Procedure for loading OCLC Export Records into the new system. (Revised on November 2, 2009. Revisions are in red)

Creating_a_Brief_Record_for_AV_Equipment_10-09.doc
Creating a Brief Record for AV Equipment.

Serials Control.pdf
Serials Control (Oct 2009)

Creating_949_Tags.doc
A two page document that includes a chart of subfield codes, helpful tips, and an example of a 949 tag. (Updated Sep 18, 2009)

Deleting Items in WorkFlows.doc
Deleting Items and Titles. (Sept 2009)

Property Settings for Check Duplicate User Search 8-09.doc
Check Duplicate User Properites

Understanding_the_Load_Bib_Records_Report_Log_Aug09.doc
A two-page excerpt from a Load Bibliographic Records Report. Shows which areas of the report you should look at, and what the report terminology means.

Requst_Module_7-09.doc
Step by step directions for looking at and answering requests from your patrons in RSA Cat using the Requests module in Workflows.

OCLC Connexion Client Procedures updated Jul09.pdf
OCLC Connexion Client Procedures. Updated July 2009.

Research_Holds_3-09.doc
How to use the system to place Research and Book Club holds.

How_to_pull_a_monthly_circulation_report_from_Directors_Station_5-09.doc
How to setup a monthly circulation report in Directors Station.

Serials_Workflow_flowchart.doc
Chart showing the process for entering and using serials. (One page Word document)

Online_Library_Procedure_for_Books_Requested_by_a_Non-RSA_Library_or_an_RSA_Union_List_Library_11-08.doc
Cheatsheet "online library procedure for books requested by a non-RSA library or an RSA Union List library"

Important_things_about_Brief_Records_11-08.doc
Cheatsheet "important things about brief records"

Load_Bibliographic_Report_Directions_for_Symphony_10-08.doc
New instructions for the Loading Bibliographic Records Report. YOU MUST USE THESE NEW DIRECTIONS TO SET UP A NEW TEMPLATE AS THE OLD UNICORN LOADING TEMPLATES WILL NOT WORK IN SYMPHONY!

Steps_for_adding_a_call_number_and_item_in_Workflows_10-08.doc
Describes the new procedures in Symphony for adding a call number and item in Workflows.

D1500_Usage_Cheat_Sheet.doc
D1500 number usage instructions.

Looking_up_the_Pick_List_on_Gmail 9-08.doc
Carla at Macomb provided the following cheat sheet on getting and using pick lists via Gmail.

Holds_Block_Override_Popup_Box 9-08.doc
A description of the popup window you get when checking in items and what each option does.

Holds_Cheat_Sheet_Sep-08.doc
Cheat Sheet for how to process incoming and outgoing holds. If you are doing it a different way, you are doing it incorrectly.

Updating_Your_Library_Closed_Dates.doc
How to update your library closed dates in the system by yourself.

Workflows_Circ_cheatsheet.doc
Quick reference sheet for runing circ functions.

Function_Keys_and_Keyboard_Shortcuts.doc
How to setup and use keyboard shortcuts in the system. Also has a list of the default shortcut keys.

TRANSFERRING BRIEF TO FULL RECORDS.doc
Transferring brief to full records.

DELETING BOOKS WITH BILLS IN UNICORN 3-08.doc
Deleting books with bills in Unicorn.

LINKS